We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
Shearwater Capital
Colorado
$998K +$940K +40,398 +1,877%
VPP
252
Vertex Planning Partners
Illinois
$984K +$357K +15,324 +58%
VWA
253
Visionary Wealth Advisors
Illinois
$982K +$974K +41,850 New
LIM
254
Lathrop Investment Management
Arkansas
$974K +$66.7K +2,868 +7%
BC
255
Bowman & Company
Wisconsin
$974K +$188K +8,070 +24%
KWM
256
Kingsview Wealth Management
Oregon
$973K -$112K -4,794 -10%
CMBA
257
C.M. Bidwell & Associates
Hawaii
$966K -$143K -6,158 -13%
CIC
258
Cutler Investment Counsel
Oregon
$963K +$13.2K +566 +1%
VAS
259
Valicenti Advisory Services
New York
$950K -$97.4K -4,186 -9%
AACR
260
ACR Alpine Capital Research
Missouri
$948K -$80.3K -3,450 -8%
PFA
261
Pinnacle Family Advisors
Missouri
$939K +$111K +4,754 +13%
Truist Financial
262
Truist Financial
North Carolina
$936K -$478K -20,528 -34%
RRCM
263
Rappaport Reiches Capital Management
Illinois
$936K -$267K -11,484 -22%
Empower Advisory Group
264
Empower Advisory Group
Colorado
$924K +$915K +39,330 New
PAG
265
Private Advisor Group
New Jersey
$924K -$33.6K -1,446 -4%
OFS
266
Oldfather Financial Services
Nebraska
$924K +$3.12K +134 +0.3%
KeyBank National Association
267
KeyBank National Association
Ohio
$906K +$898K +38,616 New
BTWM
268
Baker Tilly Wealth Management
Wisconsin
$887K -$45.2K -1,944 -5%
SWM
269
Stockman Wealth Management
Montana
$879K
AFP
270
Ausdal Financial Partners
Iowa
$866K +$254K +10,922 +42%
CCM
271
Crabel Capital Management
California
$864K +$175K +7,516 +26%
FFA
272
Farther Finance Advisors
California
$858K -$180K -7,736 -17%
RPG
273
Resource Planning Group
Georgia
$857K +$186 +8 +0%
SFS
274
Sowell Financial Services
Arkansas
$854K -$61.3K -2,636 -7%
BL
275
BCWM LLC
Kansas
$846K +$86.2K +3,706 +11%